• slidebg1
    We provide financial consulting services asset and retirement portfolio
    planning and management services to individuals, Family and businesses"
  • slidebg1
    We provide financial consulting services asset and retirement portfolio
    planning and management services to individuals, Family and businesses"

About Us

We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services.

Our firm is a limited liability company formed in the State of Maryland.

We shall provide investment education to plan participants regarding the selection of Model Portfolios, and will survey each plan participant to assess.

The individual's risk profile that will assist in the selection of an appropriate portfolio.

We have the following types of clients:

●  Individuals, businesses, IRA, Custodians for minors, 529 Plans.
●  Pension and Profit Sharing Plans.

Our requirements for opening and maintaining accounts or otherwise engaging us:

●  We generally require a minimum account balance of combined assets under management for our asset management service.
●  We generally charge a minimum fee for written financial plans. This minimum fee shall be negotiable.

SAVE FOR RETIREMENT

"HOW MUCH MONEY DO YOU NEED TO SAVE FOR RETIREMENT"?

Assume 6% expected return Assume 6% expected return
Expenses after retirement: $50,000/year Expenses after retirement: $100,000/year
Age Yearly savings needed to achieve $1.5Million Yearly savings needed to achieve $3.0Million
25 $9,692.30 $19,384.61
26 $10,340.66 $20,681.32
27 $11,037.19 $22,074.37
28 $11,786.14 $23,572.28
29 $12,592.25 $25,184.50
30 $13,460.79 $26,921.58
31 $14,397.64 $28,795.28
32 $15,409.40 $30,818.80
33 $16,503.51 $33,007.01
34 $17,688.33 $35,376.66
35 $18,973.37 $37,946.73
36 $20,369.42 $40,738.84
37 $21,888.83 $43,777.65
38 $23,545.75 $47,091.50
39 $25,356.52 $50,713.04
40 $27,340.08 $54,680.15
41 $29,518.51 $59,037.01
42 $31,917.73 $63,835.45
43 $34,568.35 $69,136.71
44 $37,506.82 $75,013.64
Assume 6% expected return Assume 6% expected return
Expenses after retirement: $50,000/year Expenses after retirement: $100,000/year
Age Yearly savings needed to achieve $1.5Million Yearly savings needed to achieve $3.0Million
45 $40,776.84 $81,553.67
46 $44,431.29 $88,862.58
47 $48,534.81 $97,069.62
48 $53,167.21 $106,334.41
49 $58,428.22 $116,856.43
50 $64,444.15 $128,888.29
51 $71,377.36 $142,754.73
52 $79,440.16 $158,880.32
53 $88,915.54 $177,831.09
54 $100,189.41 $200,378.81
55 $113,801.94 $227,603.87
56 $130,533.35 $261,066.71
57 $151,553.91 $303,107.83
58 $178,702.53 $357,405.05
59 $215,043.94 $430,087.89
60 $266,094.60 $532,189.20
61 $342,887.24 $685,774.48
62 $471,164.72 $942,329.44
63 $728,155.34 $1,456,310.68
64 $1,500,000.00 $3,000,000.00

Contact Us

If you have any unanswered questions, please let us know.

  • Samatva Wealth Management,
    13027 Saint Clair Road,Clarksburg,
    USA 20871
  • 301-758-4052
  • mari@samatva.us